Charleston Wealth Management
FAQ

Retirement Planning Frequently Asked Questions

General

Is Coastal Financial Planning Group Limited To Specific Investment Strategies Or Products?


No, every person’s retirement needs are different. Coastal Financial Planning Group offers an unlimited number of wealth management strategies and products that are designed to benefit each of our client’s unique retirement goals.




Why do we need to review our current situation before we can talk about making changes?


The first step in any financial decision making process must be an evaluation of risk tolerance, income needs, tax liabilities, long term care needs, estate plans and charitable desires.

Our initial review helps us to discover whether or not your current wealth management strategies align with your expectations for your financial future.




What Do I need to Bring To Our First Meeting?


The following items are requested, the more you provide us, the more we can help you:

Your latest brokerage statements, retirement account statements (IRA, 401(k), TSA, 403(b), etc.), CDs, life insurance policies, and annuity policies (please bring your statements not just a spreadsheet);

· Any existing wills and trusts

· A copy of last year’s Federal Income Tax Return

· An estimate of your annual expenses

· Any questions you may have for discussion




I Already Work With a Financial Representative, Why Should I Make a Change?


91 percent of the people who meet with us already have a financial representative.

Many times, that representative is not a retirement planning specialist, and more often than not, that person works for a particular company rather than for the client. Therefore, he or she may be limited in the products and retirement strategies that he or she can offer.

At Coastal Financial Planning Group, we provide our clients with institutional strategies that allow them to minimize market downturns while capturing market gains. These strategies allow us to create for our clients a predictable, and dependable retirement solution that provides security and peace of mind throughout retirement.




What Are My Obligations For My Complimentary Consultation?


· There is absolutely no charge or obligation.

· You decide if you want to meet us again, and there is NEVER A FEE FOR OUR TIME!




What Happens During Our Initial Meeting?


Your first visit is designed to give you the information you need so you can decide if we can help you achieve your financial goals for retirement.

  • We will complete a comprehensive review of your current financial situation.
  • This is YOUR hour. We will answer and address any retirement planning questions you may have.





Let's Get Started...Request a Consultation

We want to help. Please contact us by filling out the form below, or by calling us at 843.735.5065, to schedule a no obligation initial consultation. Rick Durkee is an investment advisor representative and a fiduciary. 

Coastal Financial Planning Group

78 Ashley Point Drive, Ste 201 
Charleston, SC 29407

(843) 735-5065

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Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. 

Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also does not ensure that a client or prospect will experience a higher level of performance. These ratings should not be viewed as an endorsement of the adviser by any client and do not represent any specific client’s evaluation. Generally, ratings, rankings and recognition are based on information provided by the adviser. Please contact the adviser for more information regarding how these rankings and ratings were formulated.

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